Relay is the CRM revenue teams actually use. It logs every call, email, and meeting automatically, tells each rep the one move that advances the deal, and gives leaders a forecast that holds up in the board meeting.
The revenue teams behind these companies run on Relay
Stop paying for six tools that disagree. Relay unifies pipeline, activity capture, forecasting, and outreach on one timeline — so the number in the deal is the number in the forecast.
Relay logs every email, call, and meeting against the right deal automatically. Reps stop spending Friday afternoon updating records, and managers stop chasing them to. The pipeline is current because nobody has to touch it.
Relay reads the signals — stalled threads, missing decision-makers, gone-quiet champions — and tells each rep the one action that moves the deal tonight.
AI-weighted deal scores and historical win rates roll into a forecast you can defend to the board, with the risk on every commit called out early.
Drag deals across stages, filter by rep or segment, and watch where revenue leaks before the quarter does.
Multi-step email and call cadences run inside the CRM, pause the second a prospect replies, and hand warm threads straight to the rep.
Every call recorded, transcribed, and summarized — with the objections, next steps, and competitor mentions pulled out for you.
What teams see in their first 90 days on Relay
AEs, SDRs, managers, and ops each get a view built for their job — running off the same single source of truth, so nobody reconciles spreadsheets again.
A focused deal board, auto-logged activity, and a daily action list. Spend the day selling, not updating Salesforce fields.
Built-in dialer, email sequences, and a prioritized lead queue that surfaces the accounts most likely to convert this week.
Pipeline reviews that run themselves, deal-risk flags before slippage, and call snippets to coach the team on what actually works.
A no-code workflow builder, clean enforced data, and a forecast engine you can tune to your model — without filing an engineering ticket.
A live revenue dashboard, commit-vs-best-case in one screen, and the answer to 'are we going to make the number' on demand.
Renewal pipeline, health signals, and the full pre-sale history handed over at close — so expansion starts where the deal ended.
No charging extra for the AI, the dialer, or the forecast. Pick a plan by the team you're running, not a menu of add-ons.
For small teams getting their pipeline in order.
For scaling revenue teams that live in the CRM.
For complex orgs with security and scale needs.
Most teams are live in a day. Relay imports your contacts, deals, custom fields, and notes from Salesforce, HubSpot, or a CSV with the relationships intact, and our team maps your pipeline stages for you at no charge.
That's the whole point. Because Relay logs calls, emails, and meetings automatically, there's almost nothing to update by hand — so adoption sticks instead of decaying after week two.
No. Deal scoring, next-best-move, and conversation intelligence are included in the Growth plan. We don't gate the features that make the CRM worth using behind a separate add-on.
Yes. RevOps can configure weighted, category, and AI-blended forecasts, set custom stages and probabilities, and roll everything up by team, territory, or segment without writing code.
Relay is SOC 2 Type II certified and GDPR compliant, with encryption at rest and in transit, granular role-based permissions, SSO, and full audit logs on every plan that needs them.
Relay connects natively to Gmail, Outlook, Slack, your calendar, and the major data and billing tools, with an open API and webhooks for everything else.